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JPMorgan Chase
JPM

Overview Fund Activity

2,773 hedge funds and large institutions have $199B invested in JPMorgan Chase in 2020 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,260 increasing their positions, 1,184 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,773
Holders Change
-109
Holders Change %
-3.78%
% of All Funds
61.25%
Holding in Top 10
443
Holding in Top 10 Change
-327
Holding in Top 10 Change %
-42.47%
% of All Funds
9.79%
New
159
Increased
1,260
Reduced
1,184
Closed
227
Calls
$3.19B
Puts
$4.42B
Net Calls
-$1.23B
Net Calls Change
+$710M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$737M
2
Bank of America
Bank of America
North Carolina
+$693M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$368M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
+$344M
5
Charles Schwab
Charles Schwab
California
+$289M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$821M
4
Goldman Sachs
Goldman Sachs
New York
-$454M
5
AAMU
Amundi Asset Management US
Massachusetts
-$454M
Name Holding Trade Value Shares
Change 		Shares
Change %
UM
1351
Ulysses Management
New York
$2.7M +$1.62M +18,000 +150%
IAMOG
1352
Investors Asset Management of Georgia
Georgia
$2.69M -$225K -2,500 -8%
AWA
1353
ARS Wealth Advisors
Florida
$2.69M +$9.09K +101 +0.3%
FTI
1354
Fiduciary Trust International
Massachusetts
$2.69M +$1.41M +15,615 +110%
CWM
1355
Chesapeake Wealth Management
Virginia
$2.68M +$27.6K +307 +1%
CGL
1356
Clarius Group LLC
Washington
$2.68M +$516K +5,730 +24%
TWA
1357
TCI Wealth Advisors
Arizona
$2.68M -$6.21K -69 -0.2%
SACTSONJ
1358
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.67M -$1.11M -12,300 -29%
MC
1359
Mathes Company
New York
$2.67M -$147K -1,635 -5%
SIM
1360
Stratos Investment Management
Ohio
$2.67M +$690K +7,667 +35%
SSI
1361
Scott & Selber Inc
Texas
$2.66M +$34.4K +382 +1%
HPIA
1362
Hamilton Point Investment Advisors
North Carolina
$2.66M +$92.3K +1,025 +4%
SFA
1363
Souders Financial Advisors
Ohio
$2.66M +$2.66M +29,485 New
AFA
1364
Abacus FCF Advisors
Florida
$2.65M +$1.78M +19,484 +203%
ED
1365
Exane Derivatives
France
$2.64M +$293K +3,249 +12%
CCM
1366
Carderock Capital Management
Maryland
$2.64M -$499K -5,545 -16%
CIM
1367
CenturyLink Investment Management
Colorado
$2.62M -$101K -1,121 -4%
CCM
1368
Cobalt Capital Management
New Jersey
$2.61M +$2.61M +29,000 New
HWM
1369
Hohimer Wealth Management
Washington
$2.6M +$1.37M +14,528 +112%
SAM
1370
Smithbridge Asset Management
Pennsylvania
$2.6M +$1.72M +19,137 +197%
PCIA
1371
Prime Capital Investment Advisors
Kansas
$2.6M -$430K -4,777 -14%
MMG
1372
Monetary Management Group
Missouri
$2.59M -$976K -10,841 -27%
RIM
1373
Reliant Investment Management
Tennessee
$2.59M +$399K +4,435 +18%
AAF
1374
Andra AP-fonden
Sweden
$2.58M +$1.56M +17,300 +152%
HI
1375
Horizon Investments
North Carolina
$2.58M -$3.22M -36,108 -55%
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